Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Mul (SMLF) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA SMALL-CAP MUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.89KNew |
$188K - $214K
|
2.89K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.72K+ 3.44% |
$178K - $202K
|
81.8K
$5.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.28K+ 0.92% |
$149K - $169K
|
250K
$16.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.02KNew |
$132K - $150K
|
2.02K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9K+ 3808.0% |
$124K - $141K
|
1.95K
$130K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$121K - $137K
|
1.85K
$123K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 2.83% |
$120K - $136K
|
66.5K
$4.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.82K+ 10.14% |
$119K - $135K
|
19.7K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.5K+ 1.54% |
$98.1K - $111K
|
98.9K
$6.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.49K+ 27.31% |
$97.5K - $111K
|
6.96K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.46K+ 1.9% |
$95.5K - $108K
|
78.4K
$5.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.36K+ 19428.57% |
$88.8K - $101K
|
1.37K
$91.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 20.95% |
$80.1K - $91K
|
7.08K
$472K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.05K+ 12.29% |
$68.2K - $77.5K
|
9.55K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
946+ 13.97% |
$61.8K - $70.1K
|
7.72K
$514K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
733+ 1.17% |
$47.9K - $54.4K
|
63.4K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
617+ 19.94% |
$40.3K - $45.8K
|
3.71K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
616New |
$40.2K - $45.7K
|
616
$41K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
569New |
$37.2K - $42.2K
|
569
$37.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
555+ 1.58% |
$36.2K - $41.2K
|
35.7K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
497+ 1.04% |
$32.5K - $36.9K
|
48.4K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
385+ 0.46% |
$25.1K - $28.5K
|
84.8K
$5.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
350+ 6.99% |
$22.9K - $26K
|
5.36K
$357K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
341New |
$22.3K - $25.3K
|
341
$22.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
333+ 6.63% |
$21.7K - $24.7K
|
5.36K
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
251+ 0.43% |
$16.4K - $18.6K
|
58.4K
$3.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
246+ 126.15% |
$16.1K - $18.2K
|
441
$29.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
213New |
$13.9K - $15.8K
|
213
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
212New |
$13.8K - $15.7K
|
212
$14.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
210+ 6.95% |
$13.7K - $15.6K
|
3.23K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
190+ 633.33% |
$12.4K - $14.1K
|
220
$14.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
187+ 1.11% |
$12.2K - $13.9K
|
17K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
154+ 0.43% |
$10.1K - $11.4K
|
36.1K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
121+ 22.62% |
$7.9K - $8.97K
|
656
$43.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
90+ 42.06% |
$5.88K - $6.67K
|
304
$20.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
81+ 0.35% |
$5.29K - $6.01K
|
23.5K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
80+ 2.29% |
$5.22K - $5.93K
|
3.57K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68+ 20.06% |
$4.44K - $5.04K
|
407
$27.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
59+ 7.12% |
$3.85K - $4.37K
|
888
$59.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
58+ 0.1% |
$3.79K - $4.3K
|
57.4K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
44+ 1.65% |
$2.87K - $3.26K
|
2.72K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
35+ 0.23% |
$2.29K - $2.6K
|
15.4K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28+ 0.42% |
$1.83K - $2.08K
|
6.63K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14+ 0.45% |
$914 - $1.04K
|
3.11K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
11+ 0.04% |
$718 - $816
|
25.1K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9+ 0.09% |
$588 - $667
|
10.4K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5New |
$327 - $371
|
5
$333
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.29% |
$131 - $148
|
697
$46.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.43% |
$65.3 - $74.2
|
71
$4.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|